Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 1000.00%
2 JKG 1000.00%
3 IWP 1000.00%
4 IWF 1000.00%
5 IWD 1000.00%
6 IWB 1000.00%
7 IMCB 1000.00%
8 IMCG 1000.00%
9 JKE 1000.00%
10 JKD 1000.00%
11 IYY 1000.00%
12 IWV 1000.00%
13 IWS 1000.00%
14 IWR 1000.00%
15 IBLC 1000.00%
16 ILCB 1000.00%
17 ILCG 1000.00%
18 ARKF 8.14%
19 ARKW 8.00%
20 GFOF 7.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 34.92M (6.34%) 585.80K
Increased by +1.68%
Sep 30, 23
2 BlackRock Inc 32.92M (5.98%) 3.20M
Increased by +9.71%
Sep 30, 23
3 FMR Inc 20.75M (3.77%) -3.88M
Decreased by -18.69%
Sep 30, 23
4 Morgan Stanley - Brokerage Accounts 15.50M (2.82%) -2.75M
Decreased by -17.72%
Sep 30, 23
5 Sands Capital Management, LLC 14.04M (2.55%) -430.95K
Decreased by -3.07%
Sep 30, 23
6 Viking Global Investors LP 12.32M (2.24%) 12.32M
Increased by +100.00%
Sep 30, 23
7 Capital World Investors 12.30M (2.24%) 932.96K
Increased by +7.58%
Sep 30, 23
8 Wellington Management Company LLP 11.13M (2.02%) -5.46M
Decreased by -49.07%
Sep 30, 23
9 State Street Corporation 11.02M (2.00%) 141.04K
Increased by +1.28%
Sep 30, 23
10 ARK Investment Management LLC 10.89M (1.98%) 160.18K
Increased by +1.47%
Sep 30, 23
11 Sumitomo Mitsui Trust Holdings Inc 10.30M (1.87%) -74.50K
Decreased by -0.72%
Sep 30, 23
12 Dragoneer Investment Group, LLC 8.97M (1.63%) 4.29M
Increased by +47.78%
Sep 30, 23
13 Nikko Asset Management Americas Inc 8.91M (1.62%) -25.51K
Decreased by -0.29%
Sep 30, 23
14 Loomis, Sayles & Company LP 8.21M (1.49%) -257.50K
Decreased by -3.14%
Sep 30, 23
15 Geode Capital Management, LLC 7.61M (1.38%) 202.97K
Increased by +2.67%
Sep 30, 23
16 Bank of New York Mellon Corp 4.81M (0.87%) 491.08K
Increased by +10.21%
Sep 30, 23
17 ING Investment Management LLC 4.56M (0.83%) 3.33M
Increased by +72.85%
Sep 30, 23
18 Bares Capital Management Inc 4.40M (0.80%) 11.38K
Increased by +0.26%
Sep 30, 23
19 JPMorgan Chase & Co 4.15M (0.75%) -1.26M
Decreased by -30.43%
Sep 30, 23
20 Lone Pine Capital LLC 3.89M (0.71%) 3.89M
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 17.22M (3.13%) 21.02K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional Extnd Mkt Idx Tr 7.96M (1.45%) 136.51K
Increased by +1.71%
Nov 30, 23
3 ARK Innovation ETF 7.90M (1.44%) 22.09K
Increased by +0.28%
Dec 28, 23
4 ARK Disruptive Innovation Full Composite 7.82M (1.42%) 680.39K
Increased by +8.70%
Dec 31, 23
5 American Funds Growth Fund of Amer A 5.61M (1.02%) -18.79K
Decreased by -0.34%
Sep 30, 23
6 Capital Group Growth Fnd of Amer Comp 5.61M (1.02%) -18.79K
Decreased by -0.34%
Sep 30, 23
7 Vanguard Growth Index Investor 4.84M (0.88%) 27.13K
Increased by +0.56%
Nov 30, 23
8 Sands Capital Global Growth Equity 4.50M (0.82%) -69.01K
Decreased by -1.53%
Sep 30, 23
9 Fidelity Advisor® Growth Opps M 4.43M (0.81%) -525.10K
Decreased by -11.85%
Nov 30, 23
10 MS INVF Global Opportunity Z 3.51M (0.64%) -56.91K
Decreased by -1.62%
Sep 30, 23
11 State St Russell Sm/Mid Cp® Indx NL Cl C 3.23M (0.59%) 104.80K
Increased by +3.24%
Dec 31, 23
12 Fidelity® Extended Market Index 2.96M (0.54%) 26.82K
Increased by +0.91%
Nov 30, 23
13 AMOne Global ESG Hi Quality Gr Eq MF 2.92M (0.53%) -134.61K
Decreased by -4.60%
Jul 14, 23
14 Nikko AM ARK Disruptive Innovation A USD 2.70M (0.49%) -24.56K
Decreased by -0.91%
Nov 30, 23
15 Nikko AM ARK Pstv Chg Innovt P JPY Acc 2.61M (0.47%) 3.36K
Increased by +0.13%
Nov 30, 23
16 Select Software & IT Svcs Port 2.61M (0.47%) 0.00
Increased by 0.00%
Oct 31, 23
17 Allianz Global Artfcl Intlgc W EUR 2.35M (0.43%) -351.24K
Decreased by -14.93%
Oct 31, 23
18 Global FinTech Stock Mother 2.24M (0.41%) 596.37K
Increased by +26.68%
Jun 7, 23
19 Fidelity® Blue Chip Growth 2.10M (0.38%) 18.30K
Increased by +0.87%
Nov 30, 23
20 Fidelity Select Software & IT Svcs Port 2.00M (0.36%) -612.90K
Decreased by -30.69%
Nov 30, 23